Scott & Selber, Inc.
92 holdingsFiling period: 2026-06-30Current AUM: $469.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | 43.7K | $50.4M | $39.4M | 8.41% | -212 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 172.6K | $34.5M | $37.3M | 7.94% | -62 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 109.6K | $31.7M | $37.7M | 8.03% | -30 | 2026-06-30 |
| 4 | AVGO | Broadcom Inc | 65.4K | $24.7M | $21.5M | 4.59% | -134 | 2026-06-30 |
| 5 | GOOG | Alphabet Inc | 69.5K | $24.5M | $21.8M | 4.65% | -24 | 2026-06-30 |
| 6 | LRCX | Lam Research Corp | 45.9K | $19.9M | $10.9M | 2.32% | -19 | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 45.5K | $17.0M | $24.2M | 5.16% | -56 | 2026-06-30 |
| 8 | AMAT | Applied Matls Inc | 21.7K | $15.7M | $8.4M | 1.79% | -10 | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 60.1K | $14.3M | $15.0M | 3.19% | -20 | 2026-06-30 |
| 10 | C | Citigroup Inc | 77.7K | $10.9M | $9.4M | 2.01% | -26 | 2026-06-30 |
| 11 | VUG | Vanguard Index Fds | 100.1K | $8.6M | $8.8M | 1.87% | +83.4K | 2026-06-30 |
| 12 | KMI | Kinder Morgan Inc Del | 255.2K | $8.2M | $8.7M | 1.85% | -77 | 2026-06-30 |
| 13 | JPM | JPMorgan Chase & Co | 24.7K | $8.1M | $8.2M | 1.76% | -7 | 2026-06-30 |
| 14 | CSCO | Cisco Sys Inc | 65.8K | $7.7M | $7.3M | 1.54% | -23 | 2026-06-30 |
| 15 | GNRC | Generac Hldgs Inc | 25.3K | $7.4M | $4.8M | 1.02% | -30 | 2026-06-30 |
| 16 | WMB | Williams Cos Inc | 97.0K | $7.2M | $7.0M | 1.48% | -30 | 2026-06-30 |
| 17 | META | Meta Platforms Inc | 12.2K | $6.9M | $7.7M | 1.64% | -4 | 2026-06-30 |
| 18 | GS | Goldman Sachs Group Inc | 6.3K | $6.4M | $5.7M | 1.21% | -4 | 2026-06-30 |
| 19 | RTX | Rtx Corporation | 32.9K | $6.2M | $6.5M | 1.38% | -11 | 2026-06-30 |
| 20 | VIG | Vanguard Specialized Funds | 25.8K | $6.1M | $6.3M | 1.34% | -1,345 | 2026-06-30 |
| 21 | VXUS | Vanguard Star Fds | 69.4K | $5.9M | $5.7M | 1.22% | -- | 2026-06-30 |
| 22 | AMD | Advanced Micro Devices Inc | 10.0K | $5.8M | $5.3M | 1.13% | -5 | 2026-06-30 |
| 23 | BAC | Bank of Amer Corp | 101.8K | $5.8M | $5.1M | 1.10% | -101 | 2026-06-30 |
| 24 | XOM | Exxon Mobil Corp | 41.6K | $5.7M | $7.7M | 1.63% | -12 | 2026-06-30 |
| 25 | XOM | Exxon Mobil Corp | 41.6K | $5.7M | $7.7M | 1.63% | -12 | 2026-06-30 |
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